See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,627 | $167,307-16.5% | $143,757-2.9% | $134,475+3.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.26% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,989 | $5,619-46.8% | $4,951-39.6% | $4,740-36.9% |
| Participant deferral / active EE | $5,439 | $6,446-15.6% | $5,637-3.5% | $6,400-15.0% |
| Admin fee / account holder | $1,142 | $18,088-93.7% | $14,673-92.2% | $11,426-90.0% |